Creating and editing KPI scorecards
- In the Portal menu, select Configure > Scorecards.
-
In the Configuration pane, click KPI Scorecards.
The list of available KPI scorecards is displayed.
-
Do one of the following steps:
- To create a scorecard, click the + icon.
- To edit a scorecard, select it and click Edit.
The KPI Scorecard is displayed. There are three tabs displayed, General, KPIs, and Permissions.
-
Click +.
The KPI Scorecard is displayed. There are three tabs, General, KPIs, and Permissions.
- Enter a Title for the new Scorecard.
- Select the KPIs tab.
- Select Create KPI.
- Enter the Title.
- Click Select an event and select an event from the Event Selector.
- Select the Comparison To Previous.
- Select the Summary Calculation.
- Select the Goal.
- Review and update Grades, if needed.
- Select the Permissions tab.
- Review the User Groups that have permission to view and edit this scorecard. Make any changes that are needed.
-
Click Save.
The new KPI scorecard is created.
Analyzing KPIs through scorecards
You can view all scorecards that you create or that are shared to you. If you can not find a shared scorecard, contact your administrator or the creator of the scorecard.
- In the Portal menu, select Analyze > Scorecards.
- Click the Open icon.
- Expand KPI Scorecards.
- Select the KPI scorecard to view.
- Click Select. The scorecard is displayed.
- On this page, you can do any of the following actions:
- View scorecard data across multiple dates.
- Compare scorecard data.
- Change the time period.
Viewing scorecards aggregation dates
You can review the dates when scorecard data was last retrieved from the database and aggregated for use by individual scorecards.
-
From the Portal menu, select
Configure > Scorecards.
The Scorecard Configuration page is displayed.
- Click the Data Management link.
-
Click Aggregation Dates.
The dates of the most recent scorecard aggregation runs are displayed in the right panel.
Exporting KPI scorecards as a report
After you create scorecards, you can create scorecard reports based what is currently displayed in the browser. The scorecard reports can be downloaded or emailed.
- In the Portal menu, select Analyze > Scorecards.
- Click the Open icon.
- Expand KPI Scorecards.
- Select the KPI scorecard.
- Click Export Report.
- Select either Excel, PDF or Email.
Purging KPI scorecard data
Purging scorecard data permanently deletes data specific to the selected scorecard. Scorecard data is stored separately from base cxImpact data, which is unaffected by this operation.
If a fact is used by multiple scorecards, its count data is not purged. If the fact is used only for the selected scorecard, all data that is associated with it is removed.
You can repopulate the scorecard by purging the scorecard data. Set the Aggregation Date to an earlier date after you purge the data. This action forces the reaggregation of all scorecard data that begins with that date.
If you do not repopulate the scorecard, data is accumulated in the scorecard from the time when its data was purged onward.
- In the Portal menu, select Analyze > Scorecards.
- Select Data Management.
- Click Purge Data.
- Click Select a Scorecard.
- Select the KPI scorecard and click Select .
- To permanently delete the data for the selected scorecard, click Purge Data.
-
Confirm the deletion.
The data is purged.